Cotton Financial Advisors,Inc. (Lynnwood)

Name: Cotton Financial Advisors,Inc.
Address: 19009 33 Rd Avenue W, Suite 310, Lynnwood, WA, 98036
Telephone: 425-672-6050

Cotton Financial Advisors,Inc. is a large advisory firm based in Lynnwood. It manages $75.68 million of regulatory assets for 246 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Texas and Washington.

Cotton Financial Advisors provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Cotton Financial Advisors: assets under management

The assets under management (AUM) of Cotton Financial Advisors,Inc. is $75.68 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -10% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $75.68 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $307.64 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Cotton Financial Advisors,Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Cotton Financial Advisors,Inc.

Kathleen Laura Cotton has been acting as President since 1 Dec 1992. Darron L. Kuehn joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Kathleen Laura Cotton	President	1 Dec 1992	75% - 100%	1084584
William Eichenberger	Financial planner	1 Dec 1995	Other	2564131
William Lee Eichenberger	Financial planner	1 Dec 1995	Other	2564131
Darron L. Kuehn	Chief compliance officer	1 Jan 2004	Other	5057826

Based in Lynnwood

The principal office where Cotton Financial Advisors,Inc. performs its advisory services is located at 19009 33 Rd Avenue W, Suite 310, Lynnwood, WA 98036, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 425-672-6050 or by fax 425-672-1699. The normal business hours are by appointment on Other. You can find more information about the New York firm at www.cottonfinancial.com.